Senior Implementation Associate

Pacific Life

. Lead all aspects of onboarding for complex PRT and DCLI transactions .

Posted 9/24/2026full-timeUnited StatesSenior💰 $124,830 - $152,570 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client implementations and onboarding projects within retirement services, with a focus on improving operational efficiency and client experience. Proven ability to lead cross-functional initiatives and mentor team members while establishing governance frameworks and service-level agreements.

Highest-signal resume keywords

Retirement Services ExperiencePension Risk Transfer (PRT)Defined Contribution Lifetime Income (DCLI)Project ManagementRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ImplementationsOnboarding ProjectsOperational ControlsGovernance FrameworksService-Level AgreementsProblem-SolvingStakeholder ManagementComplex Project LeadershipScalable Implementation PracticesPension Administration

Soft Skills

CommunicationMentoringInfluencing DecisionsBuilding PartnershipsDealing with Ambiguity

Tools & Technologies

Microsoft 365Microsoft CopilotAI-Enabled Tools

Industry Keywords

Defined Benefit PlansRetirement Plan TransitionsOperational EffectivenessCross-Functional InitiativesClient Experience

About the role

Key responsibilities & impact

Lead all aspects of onboarding for complex PRT and DCLI transactions
Ensure successful implementation and transition to Pacific Life platforms
Serve as primary relationship manager for plan sponsors, consultants, prior recordkeepers, third-party administrators, and internal stakeholders
Own and continuously improve SE&I processes through best practices, documentation, controls, service standards, and governance
Lead cross-functional initiatives and projects improving implementation capabilities, operational effectiveness, scalability, and client experience
Act as a subject matter expert and mentor by sharing knowledge and training team members
Partner with Sales, Pricing, Operations, Compliance, and Technology teams
Identify opportunities to improve operational efficiency, scalability, and client experience

Requirements

What you’ll need

Bachelor's degree or equivalent experience and 8+ years of experience in retirement services, pension administration, implementation, project management, operations, or a related field
Experience managing complex client implementations, onboarding projects, conversions, or retirement plan transitions
Experience with Pension Risk Transfer (PRT), Defined Benefit plans, Defined Contribution Lifetime Income (DCLI), or institutional retirement products
Ability to build strong internal partnerships across Sales, Operations, Compliance, Pricing, and related functions
Strong problem-solving skills and ability to deal with ambiguity
Proven ability to lead complex projects, manage competing priorities, and drive results in a fast-paced environment
Excellent relationship management, communication, problem-solving, and stakeholder management skills
Ability to work independently with minimal guidance while influencing decisions and mentoring others
Experience establishing service-level agreements, governance frameworks, operational controls, or scalable implementation practices
Proficiency with Microsoft 365, including Microsoft Copilot, and experience leveraging AI-enabled tools
Experience serving as a team lead, mentor, or subject matter expert within a client-facing or operations-focused organization

Benefits

Comp & perks

Medical, Dental, Vision, and Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Flexible benefits tailored to employee needs